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Gold and Silver: Who Co-ordinated The Selling?
2026-01-08
The recent pullback in gold and silver has sparked nonstop commentary, but how much of it actually reflects what’s moving the markets?
In this video, we break down the real driver behind recent price action: index rebalancing, a scheduled, rule-based flow that forced major funds to sell futures as gold and silver became oversized in commodity benchmarks like the Bloomberg Commodity Index. This is not about sentiment, geopolitics, or macro forecasts, it’s about market structure and mechanical flows.
We explain:
What index rebalancing is and why it matters
How this flow creates short-term volatility but does not change the long-term fundamentals
Why commentary often misses the real driver of price moves
What banks and analysts (from TD Securities to Deutsche Bank and Goldman Sachs)
This Silver Market Has Never Existed Before. And That’s the Risk
2026-01-06
At the start of 2026, the most dangerous question in the silver market may not be where the price goes next but whether the market itself still behaves the way investors expect.
Silver is trading at new all-time highs, yet the underlying market feels unfamiliar. Delivery is slower. Pricing is less coherent. Policy decisions are beginning to matter as much as sentiment. And confidence in how silver trades, particularly through paper markets, is becoming fragile.
This video is not just about making a price prediction for 2026. It is about recognising that silver is operating under conditions we have not seen before:
• Persistent silver market stress
• Widening price differentials between futures and physical markets
• Export controls and strategic resource policy
• Rising industrial
What Will Silver Do in 2026?
2026-01-01
In this video, we examine what changed in 2025 and what those changes imply for the year ahead. The focus is not simply on price but on behaviour. Silver has broken out relative to equities and gold after more than a decade of stagnation, suggesting that last year was less an ending than the removal of a long-standing constraint.
We explore the structural realities of the silver market, including by-product supply rigidities, declining grades, and the limits of new mine development. We look at why industrial demand from solar photovoltaics, electric vehicles, data centres, and semiconductors is largely inelastic and continues to grow regardless of price.
The video also examines shifting trade and geopolitical dynamics, including changes in Chinese export behaviour, rising Indian
The Truth About The London Silver Shortage: How Long Will Stocks Last?
2025-09-30
Silver may be one of the most misunderstood markets. Headlines say the vaults are “empty,” but the truth is more nuanced and far more important.
In this video, we break down:
#LBMA’s latest vault data and why stocks are shrinking
The difference between total silver and the free float
Why borrowing costs, backwardation, and futures spreads are flashing red
How industrial demand from solar and electronics is colliding with investor demand
Why the silver market today looks eerily like #palladium before its sixfold surge
The vaults may not be bare, but the market is structurally tight and that has huge implications for prices and investors.
Watch now to understand what’s really happening in #silver, and why the best time to act may be before the vaults are truly empty.
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